All investors are not created equal. The Exceptional Portfolios offer you three style choices. Two are passive portfolios; one indexed to the broad market and one indexed to socially responsible investments. The third is an active portfolio that seeks to outperform the broad market. Once you choose, the portfolio is customized to your specific situation.
We practice tax loss harvesting, a common practice that has been utilized in the wealth management industry for years. It allows you to minimize your tax liability by offsetting investment gains with investment losses.
We have worked for years coordinating 401k’s from old employers into IRA Rollovers for our investors. Transferring all your old 401k’s from multiple employers simplifies your life.